Financial Cents Presents
Accounting Workflow Automation: Key to Boosting Firm Productivity
Only 600 spots available.
📍 100% Virtual
📆 July 9, 2024
🕒 10am - 5pm EDT
Boost Productivity
Transform Your Firm with Workflow Automation
Are you ready to transform your accounting or bookkeeping firm with cutting-edge workflow automation techniques? Join us for the Financial Cents Virtual Workflow Summit, a one-day multi-session event designed to help you set up, manage, and maximize your workflows. This is your chance to learn from industry experts and engage in hands-on workshops that will revolutionize your firm's productivity.
don't miss out
Why attend?
Automation is more than a trend; it's a game-changer. As AI continues to evolve, understanding and implementing workflow automation WILL set your firm apart. This summit is your opportunity to stay ahead of the curve, optimize your workflows, and discover our latest automation features.
Limited Availability: Only 600 spots are available!
Don’t miss out—register now to secure your place.
Kellie Parks, CPB
Calmwaters Cloud Accounting
Heather Satterley, CPA
Woodward
Courtney McKay
Software Automations
Mark Wickersham
FCA
Breakout session moderators
Joelle Kindret
KinCollective
Alexis Sadler
Accounting Therapy
Stacey Feldman, CPA
Full Send Finance
Shahram Zarshenas
Financial Cents
George Abdelmessih
Financial Cents
Will Madrid
Financial Cents
Kasey Cunningham
Financial Cents
- Morning Sessions
- Afternoon Sessions
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10.00am 10.45am
Setting Up Workflows and Processes, Pre-Automation
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Speaker: Kellie Parks, CPB, Calmwaters Cloud Accounting
Learn how to lay the foundation for automation by setting up robust accounting processes and workflows.
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10.45am 11.15am
Breakout Sessions
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Let’s Create a Few Basic Workflow Processes Together
- Alexis Sadler
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11.15am 12.00pm
Accounting Workflow Automation Basics for Beginners
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Speaker: Heather Satterley, CPA, Woodward
Discover the tools, strategies, and best practices for starting your journey into accounting workflow automation.
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12.00pm 12.30pm
Breakout Sessions
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How to Recognize Automation Opportunities in Your Workflow
- Stacey FeldmanWhy and How to Set Up Emails Triggered by Tasks in Financial Cents + Other Features
- Kasey CunninghamHow to “Auto-Nag” Clients to Get the Documents You Need with Financial Cents’ Client Reminders
- George AbdelmessihWhy and How to Use Task Dependencies in Financial Cents
- Will Madrid -
12.30pm 1.00pm
Break
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1.00pm 1.45pm
How to Streamline Your Accounting Workflow Automation Tech Stack with Zapier
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Speaker: Courtney McKay, AM Software Automations
Learn how to integrate Zapier with your existing tools to automate and streamline your workflows.
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1.45pm 2.15pm
Breakout Sessions
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Let’s Set Up a Few Zaps Together from End to End: Onboarding (Staff, Client), Document Collection, etc.
- Joelle Kindret10 Ways to Automate Your Processes with the Financial Cents and Zapier Integration
- Shahram Zarshenas -
2.15pm 3.00pm
Why and How to Use GenAI Tools like ChatGPT to Automate Accounting Workflows
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Speaker: Mark Wickersham, FCA
Explore the power of GenAI tools and learn how to leverage ChatGPT to enhance your workflow automation.
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3.00pm 3.30pm
Breakout Sessions
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Create Hundreds of Workflow Checklist Templates with ChatGPT in Financial Cents
- Shahram Zarshenas
Write and Save Client Emails That Sound Like You with ChatGPT in Financial Cents
- Will Madrid -
3.30pm 4.00pm
Break
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4.00pm 5.00pm
Closing Session
Panel Discussion & QA
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Speakers: Kellie Parks, Heather Satterley, and Courtney McKay
Engage with our panel of experts, ask your burning questions, and get personalized advice on implementing workflow automation in your firm.
Save your spot for the Virtual Workflow Summit 2024
Don’t miss your chance to be part of this transformative event. With only 600 spots available, register now to secure your place and take the first step towards a more efficient, productive, and profitable firm.
YOU MAY NEED TO KNOW
Frequently Asked Questions
What is the Financial Cents Virtual Workflow Summit?
The summit is a one-day virtual event featuring multiple sessions on setting up, managing, and maximizing accounting workflows. It includes practical workshops and breakout sessions tailored to firm size, automation stage, and specific processes. The Summit is different from our signature, annual conference - WorkflowCon scheduled for October 22 and 23, 2024.
Who should attend?
The event is designed for accounting and bookkeeping firm owners and employees looking to improve their workflows and adopt automation technologies.
How do I join the summit?
The summit will be hosted on Airmeet. After registering, you will receive a confirmation email with details on how to join the virtual event.
What will I learn?
You’ll learn how to set up workflows, identify automation opportunities, integrate tools like Zapier and ChatGPT, and optimize your workflow management with Financial Cents.
Why should I attend?
By attending, you'll gain valuable insights from industry experts, engage in practical workshops, and discover the latest automation features to boost your firm’s productivity.
Don’t Wait – Register Now!
Take the first step towards transforming your firm with workflow automation. Reserve your spot today and join us on July 9, 2024, for an event that will change the way you work.
How do I find out additional information?
For any questions or additional information, please contact us at marketing@financial-cents.com